Investment Manager – Charities, Trusts, and Institutional Investors

1 week ago


London, Greater London, United Kingdom Cooper White Group Full time

**Job Summary:**

We are seeking an experienced Investment Manager to join our team at Cooper White Group, a leading wealth management firm. The successful candidate will have a proven track record of working with charities, trusts, and institutional investors.

**Key Responsibilities:**

  • Develop and maintain strong relationships with existing clients, identifying opportunities to expand our services and increase revenue.
  • Conduct business development activities to widen our network and promote the firm's services to potential clients.
  • Construct and manage discretionary investment portfolios for clients, providing tailored investment solutions to meet their needs.
  • Communicate complex investment strategies and portfolio changes to clients, ensuring they understand the rationale behind our recommendations.
  • Contribute to the development of our investment strategy and direction, working closely with our senior management team.

**Requirements:**

  • Minimum 3 years of experience in a client-facing wealth management or private banking role.
  • Experience working with charities, trusts, or institutional investors is highly desirable.
  • Proven track record of business development and relationship-building.
  • Strong understanding of investment products, wealth management strategies, and financial markets.

**What We Offer:**

  • Competitive basic salary and bonus structure.
  • Comprehensive healthcare benefits package.
  • Access to industry-leading technology and resources.


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